Mobile devices
  • Fingerprint sensor demand to soar from 5G phones
    Fingerprint recognition will continue to be a major feature for smartphones next year, with optical and ultrasonic in-display sensors to be two main options for device vendors. Taiwan-based Goodix Technology is set to ramp up shipments for optical...
  • Xiaomi eyes the IoT business
    Chinese vendors Huawei and Xiaomi are both keen on developing IoT devices that are promising to replace handsets for smart mobility, video and entertainment applications, and they are taking different approaches toward such development, according to industry sources.
  • Oppo crosses into the mobile chip business
    Chinese handset vendor Oppo is currently developing a mobile processor in house, and the chip, dubbed M1, is an auxiliary processor, according to a China-based tech.qq.com report, citing company sources.
  • UMC enters Sony CIS supply chain
    UMC's acquisition of Mie Fujitsu Semiconductor apparently has fulfilled two of its major strategic purposes: to expand its presence in the Japanese maket and the niche market. Through the wholly-owned Japanese subsidiary, now renamed United Semiconductor Japan (USJC), the Taiwan-based foundry house...
  • Foxconn subsidiaries target 5G business opportunity
    Now that Young Liu has taken the helm, the Foxconn Technology Group (Hon Hai Precision Industry) has begun a series of transformations targeting the business opportunity from 5G, with subsidiaries such as Foxconn Interconnect Technology (FIT), FIH Mobile and Foxconn Industrial Internet (FII) all playing...
  • The 5G phone market is expected to see explosive growth in 2020
    Taiwan-based IC design houses have seen significant increases in orders for related ICs for 5G phones recently, particularly from first-tier Chinese handset brands, with the ramp-ups likely to result in strong performances for most firms in the first quarter of 2020, according to sources from Taiwan's...
  • Samsung is the 5G smartphone market leader
    Samsung has carved out a commanding lead in the nascent 5G smartphone market, with the company accounting for three-quarters of worldwide shipments in the third quarter of 2019, according to IHS Markit.
  • Wearable shipments increased on year in 3Q19
    Global shipments of wearable devices totaled 84.5 million units in the third quarter of 2019, an on-year increase of 94.6% and a new record for shipments in a single quarter, according to IDC.
  • FPCB makers eyeing 5G iPhone orders
    Apple is expected to launch 5G iPhones in 2020, and the next-generation phones may change its antenna board designs to facilitate mmWave transmission. Taiwan-based flexible PCB makers including Zhen Ding Technology and Flexium Interconnect are gearing up to capture orders for flexible...
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    Huawei Tachnologies is expected to ship 200 million smartphones in 2020 and its fellow first-tier vendors, including Oppo, Vivo and Xiaomi, will each ship at least 100 million units, leading to substantial demand for hanset-use lens modules from Chinese clients in the year, according to industry sou...
  • HTC cuts VR headset prices
    HTC has reduced prices of its VR headsets and also released a Beta version of Viveport wireless cross-platform streaming services aiming to boost sales during the year-end shopping season.
  • Jorjin Technologies chairman Tom Liang
    Smart glasses enabled by AR/MR technologies may gradually replace smartphones, with such a trend beginning to emerge in 2023 according to Tom Liang, chairman for both Taiwan-based smart glasses designer Jorjin Technologies and Taiwan Smart Glasses Industry Association.
  • TSMC on track to start 3nm production in 2022
    TSMC has been fast advancing its manufacturing processes. It is on track to move 5nm node to commercial production in the second half of 2020, and will soon break ground for a 3nm facility where volume production will start in 2022. Next...
  • Smart AR glasses shipment to pick up in 2023
    As 5G penetration rate is expected to reach 50% in 2023, smart augmented reality (AR) glasses will begin entering the consumer market, according to Digitimes Research.
  • Motorola has switched orders for flexible AMOLED panels for its new foldable smartphones to Chinese
    Motorola has switched orders for flexible AMOLED panels for its new foldable smartphones to Chinese suppliers BOE Technology and China Star Optoelectronics Technology (CSOT) from Taiwan-based AU Optronics (AUO) who cannot provide sufficient production capacity, according to industry sources.
  • 5G to see intense competition in midrange phone segment
    Qualcomm has introduced its new 5G SoC lineup - the Snapdragon 865 series for smartphone vendors' flagship models and the 765 series for midrange to high-end ones. But it is the midrange smartphone market segment that is expected to see...
  • Nan Ya PCB is expected sharply increase its capex in 2020
    Taiwan-based Nan Ya PCB is expected to double its 2020 capex from NT$3.5 billion (US$114.8 billion) in 2019 to expand capacity for ABF substrates for 5G network applications and SiP substrates for mobile devices, according to industry sources.
  • Qualcomm has introduced Snapdragon 7 series for midrange 5G phones
    The main battlefield in the 5G mobile chip market is expected to shift from flagship models to mostly midrange ones in the first half of 2020, as around 70% of over 200 million 5G smartphones to be shipped next year will be midrange to high-end ones, according to industry sources.
  • Qualcomm Snapdragon 865 and 765 series
    Qualcomm has introduced its new Snapdragon 865 and 765 seies SoC chips designed for 5G-capable Android smartphones slated for launch in 2020. TSMC and Samsung Foundry reportedly are both being contracted to manufacture the chips.
  • China telecom carriers and smartphone vendors gearing up for 5G business
    With the arrival of 5G commercialization, China-based telecom carriers and smartphone vendors are expanding their services and releasing new products in pursuit of new business opportunities.
  • Xiaomi to expand into the Japan market
    With its share unlikely to see major changes in China's smartphone market, Xiaomi has geared up expanding global presence, with Japan being its next target market.
  • Handset vendors are keen to upgrade camera functions
    Handset vendors are demanding significant upgrades to camera lenses, screens, image resolutions and APs seeking to stand out in an increasingly competitive market.
  • Chipmakers keen to increase inventory for 5G
    The prospect of 5G definitely looks promising, but players in the supply chain have to make sure they have sufficient support from one another in order to fully enjoy the opportunities promised by the arrival of 5G. Chipmakers and their partners are gearing up to build key...
  • TWS earbud market to expand further in 2020
    Chip demand for true wireless stereo (TWS) earbuds and earphones is set to remain robust in 2020, according to industry sources in Taiwan.
  • Cooling module makers expects increasing orders from 5G applications
    The commercialization of 5G communication networks will spur the growth of both base station and smartphone markets, which in turn will significantly drive demand for high-performance cooling modules in 2020, according to industry sources.

Taiwan handsets – 3Q 2019

Taiwan LCD TVs – 3Q 2019

Taiwan LCD monitors – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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